Purchases and Sales Made in Q4 2023 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q4 2023. The information is specifically focused on institutions that hold shares of HSBC HOLDINGS PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
675New |
$24.3K - $27.6K
|
675
$32.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
675+ 11.74% |
$24.3K - $27.6K
|
6.42K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
639+ 7.74% |
$23K - $26.1K
|
8.9K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
635+ 2.74% |
$22.9K - $25.9K
|
23.8K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
611+ 5.11% |
$22K - $24.9K
|
12.6K
$610K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
590+ 9.47% |
$21.3K - $24.1K
|
6.82K
$331K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
589+ 10.98% |
$21.2K - $24K
|
5.95K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
558+ 8.6% |
$20.1K - $22.8K
|
7.05K
$342K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
521+ 3.4% |
$18.8K - $21.3K
|
15.9K
$770K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
514New |
$18.5K - $21K
|
514
$24.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
494+ 3.94% |
$17.8K - $20.2K
|
13K
$632K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
473+ 2.37% |
$17K - $19.3K
|
20.4K
$991K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
473+ 0.95% |
$17K - $19.3K
|
50.1K
$2.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
459+ 4.5% |
$16.5K - $18.7K
|
10.7K
$518K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
383+ 74.8% |
$13.8K - $15.6K
|
895
$43.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
358+ 1.31% |
$12.9K - $14.6K
|
27.6K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
299+ 190.45% |
$10.8K - $12.2K
|
456
$22.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
279+ 5.27% |
$10K - $11.4K
|
5.57K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
264+ 1.0% |
$9.51K - $10.8K
|
26.6K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
263+ 38.85% |
$9.47K - $10.7K
|
940
$45.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
250+ 83.33% |
$9.01K - $10.2K
|
550
$26.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
241+ 5.33% |
$8.68K - $9.84K
|
4.76K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
227+ 4.13% |
$8.18K - $9.27K
|
5.73K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
217New |
$7.82K - $8.86K
|
217
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
200+ 7.31% |
$7.2K - $8.17K
|
2.94K
$143K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
198New |
$7.13K - $8.08K
|
198
$9.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
195New |
$7.02K - $7.96K
|
195
$9.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
192+ 505.26% |
$6.92K - $7.84K
|
230
$11.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
191New |
$6.88K - $7.8K
|
191
$9.27K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
189New |
$6.81K - $7.72K
|
189
$9.17K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
153+ 22.8% |
$5.51K - $6.25K
|
824
$40K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
145+ 1.16% |
$5.22K - $5.92K
|
12.6K
$613K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
143New |
$5.15K - $5.84K
|
143
$6.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
126+ 18.08% |
$4.54K - $5.14K
|
823
$39.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
99+ 0.62% |
$3.57K - $4.04K
|
16K
$775K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
98+ 1.62% |
$3.53K - $4K
|
6.16K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
85+ 5.56% |
$3.06K - $3.47K
|
1.62K
$78.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
80+ 1.35% |
$2.88K - $3.27K
|
6.02K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
80New |
$2.88K - $3.27K
|
80
$3.88K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
74+ 5.6% |
$2.67K - $3.02K
|
1.4K
$67.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
70+ 5.22% |
$2.52K - $2.86K
|
1.41K
$68.5K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
67+ 0.74% |
$2.41K - $2.74K
|
9.08K
$441K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$1.98K - $2.25K
|
55
$2.67K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
52New |
$1.87K - $2.12K
|
52
$2.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 75.76% |
$1.8K - $2.04K
|
116
$5.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
49New |
$1.76K - $2K
|
49
$2.38K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
44+ 13.13% |
$1.58K - $1.8K
|
379
$18.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 49.4% |
$1.48K - $1.67K
|
124
$6.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
39+ 21.91% |
$1.4K - $1.59K
|
217
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 92.5% |
$1.33K - $1.51K
|
77
$3.74K
|